Quantum Financial Advisors Inc.

Quantum Financial Advisors Inc. (CRD# 113563) is a financial advisory firm headquartered in Rockville, MD. They manage $65,002,000 in 122 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    122
    ACCOUNTS
  • Average Account Value
    $532,803
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC, FL, MD, NJ, NV, VA

Financial Advisors at Quantum Financial Advisors Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Carol Rose Flaum
CRD#: 2242075
Pompano Beach, FL
93
Wealthminder
score

Carol Rose Flaum (CRD# 2242075) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Pompano Beach, FL and has over 22 years of experience in the finance industry.

2
Howard R. Lodge
CRD#: 1420474
51 Monroe Street, Plaza West 6, Rockville, MD 20850
93
Wealthminder
score

Howard Lodge (CRD# 1420474) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Rockville, MD and has over 23 years of experience in the finance industry.

3
Andrew B. Martin
CRD#: 4484517
Las Vegas, NV
93
Wealthminder
score

Andrew Martin (CRD# 4484517) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Las Vegas, NV and has over 15 years of experience in the finance industry.

4
Elliot Noma
CRD#: 2086850
Metuchen, NJ
93
Wealthminder
score

Elliot Noma (CRD# 2086850) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Metuchen, NJ and has over 27 years of experience in the finance industry.

5
Steven Nunez
CRD#: 6431170
51 Monroe Street, Plaza West 6, Rockville, MD 20850
89
Wealthminder
score

Steven Nunez (CRD# 6431170) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Rockville, MD and has over 3 years of experience in the finance industry.

6
Joseph J. Schmelzle
CRD#: 6591250
51 Monroe Street, Plaza West 6, Rockville, MD 20850
88
Wealthminder
score

Joseph Schmelzle (CRD# 6591250) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Rockville, MD and has over 2 years of experience in the finance industry.

7
Dingxun Shao
CRD#: 6379630
51 Monroe Street, Plaza West 6, Rockville, MD 20850
88
Wealthminder
score

Dingxun Shao (CRD# 6379630) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Rockville, MD and has over 2 years of experience in the finance industry.

8
Joseph F. Rinaldi, Iii
CRD#: 1012144
51 Monroe Street, Plaza West 6, Rockville, MD 20850
78
Wealthminder
score
Joseph Rinaldi, Iii (CRD# 1012144) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Rockville, MD and has over 21 years of experience in the finance industry.
9
John McDonald
CRD#: 2142519
Pensacola, FL
68
Wealthminder
score

John McDonald (CRD# 2142519) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Pensacola, FL and has over 6 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.